Maximize growth with GenAI-powered financial services analytics and insights

ai assistant

Meet Max, a GenAI Assistant
for Financial Services teams

Make data-driven decisions with an AI assistant that helps financial services companies improve business planning and identify growth opportunities.

Analyze financial services data just by chatting

Chat with Max to gain valuable insights on your market, product, and customer data – anywhere, anytime. Our integration with OpenAI’s GPT-4 LLM lets you chat naturally in your own words.

Get answers to questions that matter

Max answers your toughest questions by using a toolkit of Skills to run descriptive, diagnostic, predictive, and prescriptive analyses. Get answers to “what,” “why,” and “how,” questions with ease.

What’s driving my sales growth?

How is the Consumer segment trending?

Why are my sales falling in the East?

Automate recurring operational, risk, and customer analysis

Say goodbye to manual analysis, while giving your team the same reports and presentations they know and love. Max automates your daily, weekly, and monthly analysis on schedule or upon data refresh.

Tailored to your financial services business

Max is fully customizable to reflect the way your business analyzes, visualizes, and talks about data. With Skill Studio, you can create specialized Skills and AI Assistants to help tackle your unique data analysis needs.

Get actionable insights for better decisions across your organization

Financial Planning Analyst

Get tailored, deep data insights in seconds to lead operational, financial, and strategic decision-making.

Business Controller

Perform financial analysis with unparalleled speed and get automated insights for sales forecasting and financial risk management.

Market Risk Analyst

Research the probability of asset loss or reward with ease with automated insights delivered on demand.

Automate Financial Services Analytics

Financial Health

Analyze financial data to reveal the core contributors driving your revenue and profit.

“What If” Scenarios

Simulate different scenarios and understand the impact key decisions would have on your P&L.

KPI Drivers

Assess business performance across a variety of KPIs to identify top drivers and opportunities.


Analyze performance over time to spot trends, outliers, seasonality, and forecast future performance.

Related Content

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Ready To Maximize Growth?

Discover how AnswerRocket can empower your Financial Services strategy with AI-driven insights. Request a demo today.

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